Carlyle Group (CG) vs Northern (NTRS)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Northern (NTRS) has outperformed Carlyle Group (CG) over the past year, gaining 29.4% versus a loss of 35.0%. Over five years, NTRS leads with a +39.2% price change compared with -25.3% for CG. Northern is the larger company by market cap ($30.77 billion vs $13.69 billion), about 2.2 times the size.
On valuation, Carlyle Group trades at a lower forward P/E (7.6x vs 13.1x for Northern). Carlyle Group offers the higher dividend yield (3.64% vs 1.90%). Northern converts more of its revenue into profit, with a net margin of 21.5% versus 16.9%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CG | NTRS |
|---|---|---|
| Share price | $38.42 | $168.21 |
| Market cap | $13.69B | $30.77B |
| 1-day change | +0.08% | -0.17% |
| YTD return | -35.00% | +23.15% |
| 1-year return | -34.99% | +29.40% |
| 5-year return | -25.33% | +39.18% |
| P/E ratio (TTM) | 39.61 | 14.45 |
| Forward P/E | 7.64 | 13.09 |
| EPS (TTM) | $0.97 | $11.64 |
| Dividend yield | 3.64% | 1.90% |
| Annual dividend | $1.40 | $3.20 |
| Revenue (latest FY) | $4.78B | $8.09B |
| Revenue growth (YoY) | -11.91% | -2.46% |
| Net income (latest FY) | $808.70M | $1.74B |
| Net margin | 16.92% | 21.48% |
| 52-week high | $67.30 | $195.78 |
| 52-week low | $37.08 | $121.12 |
| Distance from 52-week high | -42.91% | -14.08% |
| Analyst consensus | buy | hold |
| Avg. price target upside | +42.87% | +8.03% |
| Average volume | 3.58M | 1.07M |
| Shares outstanding | 356.33M | 182.96M |
| Employees | 2,500 | 23,600 |
| Sector | Finance | Finance |
| Industry | Investment Managers | Major Banks |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Northern is about 2.2 times larger than Carlyle Group by market value ($30.77B vs $13.69B).
- NTRS has outperformed CG by 64.4 percentage points over the past year.
- Carlyle Group trades at a higher earnings multiple (39.6x vs 14.5x trailing P/E).
- Carlyle Group offers a meaningfully higher dividend yield (3.64% vs 1.90%).
- Northern grew revenue faster in its latest fiscal year (-2.46% vs -11.91%).
About Carlyle Group
CG stock →The Carlyle Group Inc. is an investment firm specializing in direct and fund of fund investments.
Finance · Investment Managers · 2,500 employees
About Northern
NTRS stock →Northern Trust Corporation, a financial holding company, provides wealth management, asset servicing, asset management, and banking solutions for corporations, institutions, families, and individuals. It operates in two segments, Asset Servicing and Wealth Management.
Finance · Major Banks · 23,600 employees
CG vs NTRS FAQ
Which is bigger, Carlyle Group or Northern?
Northern (NTRS) is larger, with a market capitalization of $30.77B compared with $13.69B for Carlyle Group (CG).
Which stock has performed better over the past year, CG or NTRS?
NTRS returned +29.40% over the past 12 months, compared with -34.99% for CG (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CG or NTRS?
NTRS has the lower trailing P/E at 14.5, versus 39.6 for CG. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Carlyle Group or Northern?
Carlyle Group has the higher yield at 3.64%, compared with 1.90% for Northern.
Are Carlyle Group and Northern in the same industry?
Both are in the Finance sector, but in different industries: Investment Managers for Carlyle Group and Major Banks for Northern.